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  "documentTitle": "Semiconductor shortage: A different kind of trouble ahead",
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      "text": "Improvements in semiconductor supply chain expected for the automotive industry as more chip capacity is available, e.g., chipmakers as TSMC and NXP have reported increased automotive business for the latest quarters",
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      "kind": "callout",
      "text": "Consumer electronics demand had decreased significantly after an acceleration during the pandemic, causing loading of front-end and especially back-end fabs dropping significantly",
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      "text": "MARKET SIGNS INDICATE A RELIEF FOR SEMICONDUCTOR SHORTAGE, AS DEMAND FOR CONSUMER ELECTRONICS HAS SLUMPED THE LAST QUARTERS Implications",
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      "kind": "callout",
      "text": "MARKET SIGNS INDICATE A RELIEF FOR SEMICONDUCTOR SHORTAGE, AS DEMAND FOR CONSUMER ELECTRONICS HAS SLUMPED THE LAST QUARTERS",
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      "text": "As consumer demand softens, chip makers are building-back their inventories from historic lows. This has effectively ended the short-term chip shortage in the consumer, computer, and communication segments. Consequently, global semiconductor revenue growth is expected to decline in 2022 and 2023. The good news is declining consumer demand has improved supply of leading-edge and advanced-node semiconductors. The bad news: this will not improve the low supply of legacy chips (based on 8\" and 6\" wafers) that are most relevant for automotive and industrial companies. Semiconductor users now have to walk a tight ridge: managing an inventory correction and supply bottlenecks are simultaneously required for sustainable financials.",
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      "text": "Source: Bloomberg, Wall Street Journal, MarketWatch, Roland Berger",
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